Cibc World Market Inc. purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 437,744 shares of the healthcare conglomerate’s stock, valued at approximately $181,940,000.
A number of other hedge funds and other institutional investors also recently made changes to their positions in UNH. Norges Bank purchased a new position in shares of UnitedHealth Group in the fourth quarter worth approximately $4,376,167,000. BlackRock Inc. grew its holdings in UnitedHealth Group by 4.6% during the second quarter. BlackRock Inc. now owns 76,863,061 shares of the healthcare conglomerate’s stock valued at $31,946,594,000 after purchasing an additional 3,395,530 shares during the period. T. Rowe Price Investment Management Inc. lifted its position in shares of UnitedHealth Group by 141.9% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 4,109,029 shares of the healthcare conglomerate’s stock valued at $1,356,432,000 after buying an additional 2,410,128 shares in the last quarter. Cardano Risk Management B.V. raised its stake in UnitedHealth Group by 864.4% during the 4th quarter. Cardano Risk Management B.V. now owns 2,523,700 shares of the healthcare conglomerate’s stock worth $833,099,000 after acquiring an additional 2,262,006 shares during the period. Finally, Bank of America Corp DE boosted its position in shares of UnitedHealth Group by 21.8% in the first quarter. Bank of America Corp DE now owns 11,713,684 shares of the healthcare conglomerate’s stock worth $3,169,606,000 after purchasing an additional 2,097,859 shares during the period. Institutional investors own 87.86% of the company’s stock.
Insider Activity at UnitedHealth Group
In other news, CEO Patrick Hugh Conway sold 1,169 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $390.00, for a total transaction of $455,910.00. Following the completion of the sale, the chief executive officer owned 15,328 shares in the company, valued at approximately $5,977,920. This represents a 7.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 0.19% of the stock is currently owned by company insiders.
More UnitedHealth Group News
- Positive Sentiment: UnitedHealth is viewed more favorably than Elevance Health, with analysts citing stronger earnings prospects, improving Medicare profitability, greater potential upside and a more attractive risk-reward profile. UnitedHealth vs. Elevance: Which Managed-Care Stock Is a Better Buy?
- Positive Sentiment: Recent quarterly results provide fundamental support: UnitedHealth exceeded EPS and revenue expectations, and management maintained fiscal 2026 earnings guidance of approximately $19.50 to $20.00 per share. The earnings beat has helped reinforce confidence in the company’s outlook. UnitedHealth Group stock holds near $399 as Q2 2026 earnings beat supports higher EPS guidance
- Positive Sentiment: Industry commentary remains constructive on managed-care companies, citing steady premium revenue, an aging U.S. population, digital transformation, diversified membership and potential benefits from strategic acquisitions. UnitedHealth is among the companies identified as positioned to benefit. Zacks Industry Outlook UnitedHealth, The Cigna, Humana, Centene and Molina
- Neutral Sentiment: Analysts collectively maintain a “Moderate Buy” rating, indicating a generally favorable view but not unanimous conviction. UnitedHealth Group Receives Consensus Rating of Moderate Buy
- Negative Sentiment: Commercial insurance remains a key risk. Although Medicare profitability is improving, commercial medical costs continue to rise and the expected margin improvement has been delayed, potentially limiting earnings growth. UnitedHealth Stock’s Biggest Risk Sits in the Commercial Book
- Negative Sentiment: CEO Patrick Hugh Conway sold 1,169 shares for approximately $456,000, reducing his position by 7.09%. The sale was disclosed in an SEC filing and could add modest near-term pressure, although it represents a relatively small portion of his remaining holdings. SEC insider transaction filing
UnitedHealth Group Trading Down 0.5%
UNH stock opened at $396.78 on Wednesday. UnitedHealth Group Incorporated has a twelve month low of $255.96 and a twelve month high of $461.62. The company has a quick ratio of 0.78, a current ratio of 0.78 and a debt-to-equity ratio of 0.66. The firm’s fifty day simple moving average is $413.51 and its two-hundred day simple moving average is $358.11. The stock has a market capitalization of $356.14 billion, a price-to-earnings ratio of 25.53, a price-to-earnings-growth ratio of 1.38 and a beta of 0.62.
UnitedHealth Group (NYSE:UNH – Get Free Report) last announced its quarterly earnings data on Thursday, July 16th. The healthcare conglomerate reported $6.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.94 by $1.44. UnitedHealth Group had a return on equity of 16.53% and a net margin of 3.14%.The company had revenue of $112.03 billion for the quarter, compared to analysts’ expectations of $110.81 billion. During the same quarter in the prior year, the firm earned $4.08 earnings per share. UnitedHealth Group’s revenue was up .4% compared to the same quarter last year. UnitedHealth Group has set its FY 2026 guidance at 19.500-20.000 EPS. As a group, analysts anticipate that UnitedHealth Group Incorporated will post 19.82 earnings per share for the current year.
UnitedHealth Group Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Stockholders of record on Monday, September 14th will be issued a $2.32 dividend. This represents a $9.28 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Monday, September 14th. UnitedHealth Group’s dividend payout ratio (DPR) is currently 59.72%.
Wall Street Analysts Forecast Growth
A number of brokerages have issued reports on UNH. DA Davidson set a $512.00 price target on UnitedHealth Group in a research note on Tuesday, July 21st. JPMorgan Chase & Co. increased their target price on UnitedHealth Group from $466.00 to $516.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 21st. UBS Group lifted their price objective on shares of UnitedHealth Group from $460.00 to $490.00 and gave the company a “buy” rating in a research report on Friday, July 17th. Leerink Partners raised their target price on shares of UnitedHealth Group from $400.00 to $462.00 and gave the company an “outperform” rating in a research note on Wednesday, June 17th. Finally, Royal Bank Of Canada increased their price objective on shares of UnitedHealth Group from $463.00 to $478.00 and gave the company an “outperform” rating in a report on Friday, July 17th. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $456.56.
Get Our Latest Stock Analysis on UnitedHealth Group
About UnitedHealth Group
UnitedHealth Group Inc is a diversified health care company headquartered in Minnetonka, Minnesota, that operates two primary business platforms: UnitedHealthcare and Optum. Founded in 1977, the company provides a broad range of health benefits and health care services to individuals, employers, governmental entities and other organizations. Its operations span commercial employer-sponsored plans, individual and Medicare and Medicaid programs, and services for customers and health systems in the United States and selected international markets.
UnitedHealthcare is the company’s benefits business, administering health plans and networks, managing provider relationships, and offering coverage products for employers, individuals, and government-sponsored programs.
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